Top Financial Advisors in Oregon

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Ferguson Wellman Capital Management is the top-rated financial advisory firm in the state of Oregon. Ferguson Wellman also tops SmartAsset’s list of the top financial advisors in Portland.

This fee-only firm requires a minimum investment amount of $4 million to open an account. However, those with less to invest can open an account through West Bearing, a division of Ferguson Wellman that requires $1 million. As a result of this high investment minimum, the firm mainly works with high-net-worth individuals. Non-high-net-worth individuals, charitable organizations, pensions, profit-sharing plans and businesses make up the rest of this firm’s typical clientele. The firm charges fees that are based on a client's assets under management (AUM). 

Ferguson Wellman features plenty of certifications on its staff. The advisory team comprises chartered financial analysts (CFAs), Certified Financial Planners™ (CFPs®), investment adviser certified compliance professionals (IACCPs), among other certifications.

As a fee-only firm, Ferguson Wellman makes money solely from the fees that clients pay for advisory services. Advisors do not collect commissions for selling financial products or insurance. 

Ferguson Wellman Capital Management Background

Ferguson Wellman is owned by employees and has a board of directors comprising Ralph W. Cole, Joshua Frankel, Steven Holwerda, George Hosfield and Jason Norris. The firm was established in 1975, giving it one of the longest track records of any firm in Oregon. West Bearing Investments, meanwhile, was established in 2013. 

Ferguson Wellman offers a comprehensive range of financial services, including investment account management, wealth planning, retirement strategies, philanthropic guidance, trust and estate considerations, tax planning, risk management, and education funding.

Ferguson Wellman Capital Management Investment Strategy

Ferguson Wellman constructs diversified, actively managed portfolios, primarily using individually selected securities. Their flagship large-cap equity strategies — including Core Equity, Dividend Value and Tax-Efficient approaches — combine top-down macroeconomic analysis with bottom-up quantitative screening. Alongside international equity, fixed income and a Global Sustainable Investing offering, the firm selectively incorporates alternatives (private equity, hedge funds, etc.) to further diversify client portfolios and address varied risk-return objectives.

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Northwest Capital Management is a large fee-only firm located in Lake Oswego with an office in Seattle, as well. The firm, which does not require a specific asset total to become a client, is rated No. 1 on our list of the top advisors in Lake Oswego.

Members of the Northwest Capital Management team hold a number of certifications, including the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), accredited investment fiduciary (AIF), qualified 401(k) administrator (QKA) and accredited asset management specialist (AAMS) designations. The firm works with both high-net-worth individuals and individuals below the high-net-worth mark. However, the majority of its assets under management (AUM) are attributed to government entities, pensions and profit-sharing plans.

Fees are charged as a percentage of AUM, as a fixed dollar amount and/or on an hourly basis.

Northwest Capital Management Background

Chairman and chief compliance officer Fred Payne opened Northwest Capital Management in 1998 after having been involved in the financial services industry for 13 years. President Brent Petty, who joined the firm in 2005, became its majority owner in 2020.

As far as individual services are go, Northwest Capital Management offers both discretionary and non-discretionary investment management, as well as financial planning. The latter may include estate planning, tax management, asset allocation creation and more. 

Northwest Capital Management Investment Strategy

Northwest Capital Management explicitly states in its SEC-filed paperwork that "We believe that when you need to spend your money determines how you should invest your money." This notion that your time horizon dictates how your portfolio should be built is not commonly seen, as most similar firms will consider your risk tolerance first and foremost. However, being that a client's risk level is often determined by when they'll need their investment earnings, this ideology inherently takes risk into account.

Northwest Capital Management has historically managed “fund of fund” portfolios, investing in various mutual funds that offer exposure to different asset classes and management styles. As an alternative to mutual funds, Northwest Capital Management purchases exchange-traded funds (ETFs) or collective trusts. The firm can also incorporate alternative investments like real estate, private equity, private debt and limited partnerships.

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Aldrich Wealth is a fee-based financial advisory firm located in Portland. It has additional offices in Salem, as well as California, Colorado, Utah and Washington. The firm has an large number of advisory certifications, including the certified public accountant (CPA), Certified Financial Planner™ (CFP®), certified exit planning advisor (CEPA) and personal finance specialist (PFS) designations.  

Most of Aldrich Wealth's client base is made up of individuals both with and without a high net worth. The firm also commonly serves retirement plans, charitable organizations, other investment advisors, corporations and businesses. Account minimums are negotiable and dependent upon several factors that go into the firm's client acceptance process.

However, at least one advisor on staff can earn commissions on the sale of securities, which is a conflict of interest. Aldrich Weath is a fiduciary, though, which requires the firm to act in your best interest. 

Aldrich Wealth Background

Aldrich Wealth is a partnership under the principal ownership of AKT Services, LLP, a financial holding company. AKT Services is owned by a group of over 30 individuals. Aldrich Wealth was founded in 1998.

Aldrich Wealth LP provides investment management, financial planning, and consulting to individuals, businesses, and retirement plans. Services include discretionary and non-discretionary portfolio management, specialized tax solutions through affiliate Aldrich CPAs, IDF sub-advisory, and other advisory offerings. They tailor strategies to each client’s goals, risk profile, and tax considerations.

Aldrich Wealth Investment Strategy

Aldrich Wealth uses a range of asset allocation models, from conservative to aggressive, designed to balance risk and return. Portfolios are diversified across styles, regions and asset classes, incorporating both active and passive management. In addition to traditional equity and fixed income, alternative investments are included for enhanced diversification.

"Aldrich Wealth LP believes long-term historical data combined with an informed outlook for the current market environment are the most reliable sources for framing clients’ expectations regarding future investment performance," the firm states in its Form ADV brochure.  

The firm relies on a variety of investment vehicles, including registered funds, separately managed accounts, interval funds and private offerings. Throughout, Aldrich Wealth prioritizes competitive after-tax returns by integrating tax planning into its overall investment process.

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Becker Capital Management, the No. 4-rated firm in Oregon, is also on SmartAsset’s list of the top financial advisor firms in Portland. It is a fee-only firm with a wide range of typical clients. This firm works with individuals (a majority of whom have a high net worth), investment companies, insurance companies, pooled investment vehicles, government entities, pensions, profit sharing plans, charities and other businesses.

Becker Capital Management has a $3 million account size minimum, which may be negotiable in certain situations. Clients pay an asset-based fee for portfolio management, while certain financial planning and consulting services may be provided for a fixed hourly fee. 

The advisory team at this firm has a handful of professional certifications, including the chartered financial analyst (CFAs), Certified Financial Planner™ (CFP®), enrolled agent (EA) and certified private wealth advisor (CPWA) designations.

Becker Capital Management Background

Becker Capital Management was established in 1976. It is an employee-owned firm, with chief executive officer/president Patrick Becker Jr., board member Janeen McAninch, chief financial officer Blake Howells and chief technology officer John Becker holding the largest shares.

Individual and institutional clients of Becker aren’t squeezed into premade advisory services when they join the firm. Instead, Becker Capital Management pairs clients with the appropriate services after analyzing their financial needs. Individual clients may receive financial planning, asset allocation determination, portfolio implementation and monitoring for taxable portfolios and retirement funds.

In addition to its headquarters in Portland, the firm has offices in Seattle and Bend, Oregon.

Becker Capital Management Investment Strategy

Becker Capital Management designs individual portfolios to meet clients' current income, risk tolerance and long-term growth needs. The firm invests client assets in stocks, bonds, mutual funds and exchange-traded funds, and on occasion, alternative investments like real estate, private equity or hedge funds.

"Our firm focuses on underlying asset quality and pays close attention to valuation, irrespective of asset class," the firm states in its Form ADV brochure. "The research team merges a bottom-up asset selection process with a top-down portfolio construction process to maximize risk-adjusted returns within the constraints of clients’ circumstances."

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Vista Capital Partners is a fee-only advisory practice based in Southwest Portland. The firm offers one of the simplest fee schedules on this list, as its advisory fees are based solely on a percentage of assets under management (AUM). 

Vista Capital Partners serves both non-high-net-worth individuals and high-net-worth individuals, as well as retirement plans, charitable organizations, corporations and businesses. The firm reserves the right to waive its $2 million stated account minimum.

Vista is also on SmartAsset’s list of the top 10 financial advisor firms in Portland. The Vista staff includes professionals who hold that Certified Financial Planner™ (CFP®), chartered financial analyst (CFA) and certified public accountant (CPA) designations.

Vista Capital Partners Background

Established in 2001, Vista Capital Partners is an employee-owned firm.  Michael O’Reilly, Douglas Johanson and Dougal Williams are the principal owners of Vista, owning 24%, 18% and 18%, respectively. John Convery owns 10%, while Robert Greenman, Lindsey Williams, Douglas Post, Tana Thomson, Julia Tierney, Andrew Darkins and Jonathon Gannonall own smaller stakes. 

Should you become a client of this firm, the following services will be made available to you:

• Investment management
• Retirement planning
• College savings plans
• Philanthropic giving

Vista Capital Partners Investment Strategy

Vista Capital Partners says that it strives to become the “financial quarterback” of its clients’ lives. It attempts to do this by first getting to know your personal financial needs and goals. To determine these important pieces of information, your advisor will speak with you specifically about your risk tolerance, time horizon and liquidity needs.

The firm wants clients to know that although there may be short-term dips in value, its portfolios are built for long-term success. This is largely because of the investments that the firm typically uses in client portfolios, which include stocks, bonds, domestic and global real estate investment trusts (REITs), cash, cash equivalents and index funds. The firm doesn't engage in stock picking or market timing and instead focuses its energy on the source of returns while minimizing taxes and costs. 

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Deschutes Investment Consulting calls for a minimum investment of $250,000 to become a client. The firm, which may charge a minimum annual fee of $5,000, works with individuals above and below the high-net-worth threshold. Deschutes also works with many corporate pension and profit-sharing plans, insurance companies and businesses.

The firm's team of advisors has a handful of advisory certifications, including the Certified Financial Planner™ (CFP®), chartered financial consultant (ChFC), certified plan fiduciary advisor (CPFA) and chartered financial analyst (CFA) designations, among others.  Some of the advisors at this fee-based firm can earn commissions from the sale of insurance products. Despite the potential conflict of interest this creates, the firm's fiduciary duty requires it to act in clients' best interests at all times.

Deschutes Investment Consulting Background

MacGregor Hall founded Deschutes Investment Consulting in 2011. Hall has more than 35 years of experience managing the assets of individuals and corporations.

Deschutes Investment Consulting provides comprehensive discretionary and non-discretionary investment advice, tailored asset allocation and wealth management services, including insurance, estate, retirement and college planning. 

Deschutes Investment Consulting Investment Strategy

In a nutshell, Deschutes Investment Consulting looks to manage assets for the long-term, achieving capital preservation and safe, consistent growth. Because of this, Deschutes invests almost entirely in mutual funds, ETFs and separately managed accounts (SMAs). The firm believes that these investment types offer many benefits, such as low management fees, legally required diversification, daily liquidity and more. Note that just because the firm doesn't usually invest in stocks and bonds directly, it can do so indirectly through the aforementioned trio of investments.

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Human Investing, a fee-only firm located in Lake Oswego, primarily works with non-high-net-worth individuals. However, the practice also has pension and profit-sharing plans as clients, as well as charitable organizations and high-net-worth individuals. 

Human Investing does not impose a minimum account size. The firm charges a minimum annual fee of $6,250 for its combined investment management and financial planning services. 

As a fee-only firm, Human Investing and its advisors do not earn commissions for recommending financial products or insurance. Instead, the firm is compensated solely through the fees that clients pay for advisory services. The Human Investing team includes members with the following professional credentials: Certified Financial Planner™ (CFPs®), certified public accountant (CPA), chartered financial analyst (CFA), accredited investment fidciary (AIF), chartered life underwriter (CLU), qualified 401(k) administrator (QKA) and chartered financial consultant (ChFC). 

Human Investing Background

CEO Peter Fisher founded Human Investing in 2004 and remains its principal owner. He is also the author of the book, "Becoming a 401(k) Millionaire."

Human Investing offers a range of services that include:

• Cash flow plan creation and management
• Tax mitigation and strategy
• Asset growth and wealth management
• Asset protection and risk management
• Asset distribution, estate and wealth transfer

The firm also partners with Nike (headquartered in nearby Beaverton), helping company executives, vice presidents and directors maximize their benefit elections and protect their wealth. 

Human Investing Investment Strategy

Human Investing builds customized investment portfolios based on the client's financial plan and risk tolerance. The firm typically uses a diversified mix of mutual funds, exchange-traded funds, individual stocks and bonds, cash and cash equivalents when constructing a portfolio. The firm's investment strategy is informed by fundamental analysis, asset allocation and mutual fund/ETF analysis. 

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Vision Capital Management rounds out our list of the top financial advisory firms in Oregon. Located in Portland, this firm works primarily with individual clients. Of these individuals, around two thirds of them are high-net-worth individuals. The firm's institutional clients include a small number of pensions, profit-sharing plans, charities and other businesses.

Vision is a fee-only firm, so you won't have to worry about any conflicts of interest arising from advisors who can sell financial products to clients for commissions. The firm's minimum account balance requirement varies based on the type of account you open: $500,000 or $1 million.

Vision Capital Management Background

Vision Capital Management was founded in 1999 and it registered as an investment advisor in the same year. It has been in business ever since and is entirely employee-owned. The principal owners of the firm are: Suzanne McGrath, chairwoman; Marina L. Johnson, managing director; Sarah Quist, managing director; John LaBarca, director of investments; and Clifford Yount, director of compliance and operations.

The firm provides its clients with investment portfolio management services as well as wealth planning services, which may include advice on financial planning, retirement planning, estate planning, divorce settlements, wealth transfers between generations, college saving, charitable donations and insurance planning. 

Vision Capital Management Investment Strategy

Vision Capital Management looks to tailor its investment strategies to the needs of its clients by working with clients to determine their tolerance for risk, financial situation and investment objectives. The goal of the firm is to help clients build and protect their wealth over the long term. 

Vision and its advisors help clients determine proper asset allocation objectives as part of crafting investment strategies. The firm has an investment committee that meets weekly to review market conditions and discuss any events or disclosures related to individual securities in client portfolios. 

The firm has a variety of strategies for constructing portfolios, including global dynamic, large-cap growth, dividend growth and fixed-income strategies. 

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Phillips & Company Advisors is a fee-based advisory firm located in Portland. Its client base is primarily composed of individuals who do not have a high net worth, although the firm also works with high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charities and business entities. Phillips & Company does not have a minimum account requirement. 

As a fee-based firm, Phillips & Company advisors can earn commissions on the sale of certain securities or insurance products. While this creates a potential conflict of interest, the firm is a fiduciary and must act in its clients' best interests. 

As for financial credentials, Phillips & Company has one chartered financial analyst (CFA) and one accredited investment fiduciary (AIF) on staff. 

Phillips & Company Advisors Background

Founded in 2004, the firm initially conducted its advisory business as Phillips & Company Securities. It has been registered as an investment advisor with the SEC since 2011. Timothy C. Phillips, who serves as the firm's CEO and majority owner, ran for Congress in in 2004 and was once appointed by the governor of Oregon to help manage a fund that invests on the state's behalf. 

Phillips & Company offers a variety of asset management options, including portfolios through Lockwood Capital Management. The firm also offers clients pension consulting services, endowment and foundation consulting, and help selecting other advisors, including private fund managers. 

Phillips & Company Advisors Investment Strategy

Phillips & Company may employ several different investment strategies when managing client portfolios, including the use of long-term purchases, short-term purchases, frequent trading and margin transactions.

The firm offers advice on a myriad of investments, including mutual funds, ETFs, exchange-listed securities, certificates of deposit (CDs), municipal securities, foreign issues, warrants, corporate debt, among others. Phillips & Company may also invest client assets in partnerships that invest in real estate, oil and gas interests or hedge funds. 

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Cable Hill Partners, another fee-only firm located in Portland, rounds out our list of the top advisors in Oregon. Cable Hill works with both high-net-worth individuals and those below the high-net-worth threshold, as well as retirement plans, businesses and corporations. 

While the firm does not impose a minimum account size, it does charge an asset-based fee for portfolio management that starts at $10,000 per year. Cable Hill charges a minimum fee of $5,000 for retirement plan advisory services and a $10,000 minimum fee for investment management. For financial planning services, the firm charges a fixed fee of up to $10,000.

The team at Cable Hill includes advisors with the Certified Financial Planner™ (CFP®) designation, as well as the certified private wealth advisor (CPWA) and chartered retirement plans specialist (CRPS) credentials.

Cable Hill Partners Background

Cable Hill has been in business since 2014 when founding partners David Christian and Brian Hefele opened the practice. Christian continues to serve as the firm's managing director, while Hefele is a CFP® on staff. 

The firm provides investment management, fiduciary guidance to retirement plans, as well as financial planning for individuals, families, businesses and trusts.

Cable Hill Partners Investment Strategy

Cable Hill works with each client to identify their investment goals and objectives, as well as risk tolerance and financial situation in order to develop a long-term investment strategy and financial plan. Advisors then build a portfolio using diversified mutual funds and/or exchange-traded funds. The firm may also utilize individual stocks and individual bonds, when appropriate. Cable Hill primarily uses fundamental analysis to develop investment strategies.